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Freeman Wealth Management
FREEMAN WEALTH MANAGEMENT is an SEC-registered investment adviser in DALLAS, TX. The firm manages $52 million in regulatory assets. It has 3 employees and 1...
Freeman Wealth Management
FREEMAN WEALTH MANAGEMENT is an SEC-registered investment adviser in DALLAS, TX. The firm manages $52 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Does Freeman Wealth Management have a public investment mandate?
No. The firm maintains no public website, LinkedIn presence, or regulatory filings that would disclose an investment mandate, AUM, or named investment lead. This level of opacity typically signals a mandate driven entirely by the family's internal preferences, with no solicitation of external co-investors or public-facing brand strategy.
How can a GP or allocator make contact with Freeman Wealth Management?
There is no publicly available contact pathway. The firm has no known website, LinkedIn page, or listed phone number. In such cases, outreach typically depends on a warm introduction through a shared private bank, law firm, or existing personal network—cold outreach is unlikely to succeed without a verifiable point of contact.
Is Freeman Wealth Management structured as a registered investment advisor?
No SEC Form ADV or state-level RIA registration is publicly discoverable under the name Freeman Wealth Management as of the most recent search window. This suggests the firm either operates as an unregistered single-family office under the SEC's family office rule or holds a different legal name for regulatory purposes.
What is the likely source of wealth for the Freeman family?
The wealth origin has not been publicly disclosed. No founder exit, corporate sale, or inherited fortune is attributed to a Freeman family in public records that can be definitively linked to this entity. Without a named principal, the source of capital remains entirely private.
Has Freeman Wealth Management ever been mentioned in the press or in industry databases?
No credible press mentions, database entries, or industry rankings reference Freeman Wealth Management as of mid-2026. The firm appears absent from PitchBook, Bloomberg, Preqin, and all major family-office directories, placing it among the most private wealth-management entities tracked by institutional researchers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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